Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Maltese Group

Wealth Management Group

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Merrill Lynch
Wealth Management

In the words of the founder of The Maltese Group:

"Client relationships are based on service and trust. Since day one, The Maltese Group has understood the value of service, and clients understand the value of trust."

James M. Maltese (retired)
Founder of the Maltese Group
Helping You Achieve Your Goals

The Maltese Group serves the needs of clients around the country. Through our holistic approach, we assist clients in defining their goals, tailor strategies that meet their needs, and help them manage the inevitable changes in life.

Our process is designed to deliver a customized, consistent experience that addresses the client’s life priorities. We enjoy helping clients through difficult financial transitions and decisions that occur in their lives.

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Your Financial Life

Our advice and strategies are guided by your personal goals, such as planning and funding children’s education, preserving and growing your wealth in retirement, and planning for potential health care costs. We start by understanding your unique concerns, priorities, risk tolerance, and other important factors.

The key to helping you achieve your financial goals is understanding where you are now and what challenges you face. That is why we work so hard at analyzing your assets and liabilities, as well as your short- and long-term financial outlook. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.

Understanding What's Important to You

Helping clients prepare for retirement is, in many ways, at the heart of what we do. The Maltese Group understands how important it is for you to have the resources you need to retire on your own terms and have the active retirement you always envisioned. We start the process by listening and learning about your desired retirement lifestyle. We will then work with you to create a comprehensive analysis that takes your entire financial picture in to account. This will help us develop custom strategies to achieve the optimal results.

We also have a long history of helping corporate executives efficiently handle their stock options, restricted stock, complex compensation packages, and planning for retirement. We offer guidance for diversification strategies for concentrated stock positions. With our tailored approach, we can help you pursue financial goals while remaining focused on career goals. We review your accounts and help you make strategy adjustments, as needed, to stay on track.

Wealth Management Includes Outstanding Service

Our job is first to understand what matters most to you. Our goal is to bring simplicity and transparency to the complexities of investing. We will be there to make the intimidating task of planning for the future easier. We pay attention to even the smallest details since they are still important when developing your overall wealth management strategy.

We help clients visualize the possibilities of their lifestyle choices and understand potential risk that may offset them. We are always there for our clients to answer questions, address any concerns, and provide advice on their financial objectives; we’re here to help however we can. Our business model and communications—including e-mails and phone calls—are designed to proactively serve clients, wherever they are located.

"Our clients get more than just a financial advisor. We believe they benefit from the wealth of insight and experience of our entire team."

Ian P. Lynch, CFP® CRPC®
Senior Vice President
Wealth Management Advisor
Portfolio Manager

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

The Maltese Group

Barron's "Top 1,200 Financial Advisors: State-by-State" 2009-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2019 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Financial Times "400 Top Financial Advisers" 2013 and 2018
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.